Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- 最新申報
- 2025/8/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 61
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.44 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| COUPCoupa Software Inc | COM | 104,321 | $2,655 萬 | 18.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 112,027 | $1,368 萬 | 9.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 56,828 | $1,175 萬 | 8.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 50,185 | $1,123 萬 | 7.8% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 23,045 | $1,097 萬 | 7.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,358 | $764.1 萬 | 5.3% | – | – | – |
| CHGGChegg, Inc | COM | 68,094 | $583.3 萬 | 4.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,533 | $524.0 萬 | 3.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,971 | $470.9 萬 | 3.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 72,322 | $453.5 萬 | 3.1% | – | – | – |
| LYFTLyft, Inc. | CL A COM | 49,007 | $309.6 萬 | 2.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 31,674 | $290.1 萬 | 2.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,276 | $287.7 萬 | 2.0% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 21,300 | $195.7 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,965 | $179.0 萬 | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 662 | $136.5 萬 | 0.9% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,116 | $131.3 萬 | 0.9% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 9,028 | $118.4 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 21,589 | $115.2 萬 | 0.8% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,406 | $109.8 萬 | 0.8% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 4,597 | $103.5 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,465 | $100.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,738 | $96.9 萬 | 0.7% | – | – | – |
| NMLNeuberger Energy Infrastructure & Income Fund Inc. | COM | 218,104 | $91.6 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,250 | $89.5 萬 | 0.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,909 | $86.4 萬 | 0.6% | – | – | – |
| INTCIntel Corp | Stock | 12,850 | $82.2 萬 | 0.6% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,257 | $80.2 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,890 | $79.8 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,952 | $77.7 萬 | 0.5% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,605 | $76.4 萬 | 0.5% | – | – | 歷史 |
| MDLAMedallia, Inc. | COM | 24,690 | $68.9 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,450 | $67.4 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 17,996 | $65.2 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,643 | $64.2 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,850 | $63.3 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,086 | $61.1 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,500 | $58.0 萬 | 0.4% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,150 | $56.9 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,975 | $52.9 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,031 | $51.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,244 | $51.3 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,361 | $49.6 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,218 | $49.0 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,100 | $48.0 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 1,864 | $47.5 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 153 | $47.3 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,320 | $44.7 萬 | 0.3% | – | – | 歷史 |
| FIXComfort Systems USA Inc | COM | 444,426 | $44.4 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,545 | $40.7 萬 | 0.3% | – | – | 歷史 |
| TWSTTwist Bioscience Corp | COM | 3,267 | $40.5 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 955 | $37.9 萬 | 0.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 4,200 | $37.9 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,093 | $32.2 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,370 | $30.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,450 | $29.2 萬 | 0.2% | – | – | – |
| MUMicron Technology Inc | Stock | 3,000 | $26.5 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,666 | $25.7 萬 | 0.2% | – | – | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 1,600 | $24.5 萬 | 0.2% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 981 | $22.3 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 324 | $21.6 萬 | 0.1% | – | – | 歷史 |